SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,046 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $230,084 | -3.8% | 430 | 0.0% | 0.05% | -3.6% |
| Q1 2024 | $239,252 | -26.9% | 430 | -33.3% | 0.06% | -40.2% |
| Q4 2023 | $327,260 | +11.1% | 645 | 0.0% | 0.09% | -8.0% |
| Q3 2023 | $294,533 | -4.7% | 645 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $308,897 | +4.5% | 645 | 0.0% | 0.10% | +16.1% |
| Q1 2023 | $295,674 | +3.5% | 645 | 0.0% | 0.09% | -25.6% |
| Q4 2022 | $285,600 | +10.7% | 645 | 0.0% | 0.12% | +9.3% |
| Q3 2022 | $258,000 | -3.4% | 645 | 0.0% | 0.11% | +10.3% |
| Q2 2022 | $267,000 | -15.2% | 645 | 0.0% | 0.10% | +2.1% |
| Q1 2022 | $315,000 | -5.4% | 645 | 0.0% | 0.10% | +23.4% |
| Q4 2021 | $333,000 | +7.4% | 645 | 0.0% | 0.08% | -18.1% |
| Q3 2021 | $310,000 | -76.6% | 645 | -76.1% | 0.09% | -77.7% |
| Q2 2021 | $1,325,000 | +3.2% | 2,698 | 0.0% | 0.42% | 0.0% |
| Q1 2021 | $1,284,000 | +13.3% | 2,698 | 0.0% | 0.42% | +6.6% |
| Q4 2020 | $1,133,000 | +24.0% | 2,698 | 0.0% | 0.40% | -9.0% |
| Q3 2020 | $914,000 | – | 2,698 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |